Essential Elements of a Remote Onboarding Program

A good onboarding plan conveys: People - Who do you need to know Personalities - How to collaborate well Process - How to do stuff Policies - What the rules are Politics - What the unwritten rules are Think about format. How should you best convey this information? How should it be referenced or reinforced? Self-paced resources? One-on-one convos? Group trainings? A combo? It's going to be different based on the role, what you need them to know, and when. And WHEN. What information must be conveyed immediately vs later? If later, how do you ensure "later" doesn't become "never?" When I was still leading teams, my go-to onboarding template was: 1️⃣ Pre-scheduling 1:1s with key stakeholders in the role, prioritized and spread out over the first 14-30 days. No agendas, just get to know you's. 2️⃣ Pre-scheduling 1:1 role-related chats with process/policy/outcome stakeholders. These stakeholders were strongly requested (required, if poss) to create a 1-2 guide for the new hire to have as a reference. The new hire was expected to read the reference BEFORE the meeting and come with questions. It's meant to be more of a conversation than a training. 3️⃣ Creating (if needed) a role wiki that tracks with the JD, naming stakeholders and linking to recommended tools/docs 4️⃣ Making sure the team has updated their "User Manuals," documents that explain their roles, a bit about their personalities, and working style. These manuals include the sections "When I'm At My Best" and "When I'm At My Worst" so preferences and quirks are explicit, instead of discovered slowly by accident. 5️⃣ Scheduling 2x weekly hour-long 1:1s for the first month, staggering down in frequency and duration as needed into the appropriate cadence for their role and growth trajectory. Sounds like a lot, but it's worth it to make sure you get the best out of someone. So many downstream problems and costs can be avoided with decent onboarding, and it doesn't have to be high-tech.

I’ve onboarded remote hires across time zones, continents, and cultures. And here’s what I’ve learned: Remote onboarding doesn’t ⭐fail⭐ because of location. It fails because of assumptions. Assuming someone will “just speak up.” Assuming they’ll know what success looks like. Assuming they feel like they belong. Without hallway chats or shadowing, remote employees miss all the informal context that makes onboarding feel human—not just functional. Here’s how I’ve made it work: 💬 Over-communicate expectations and priorities 🎥 Use video, even for 15-minute check-ins 📅 Create a rhythm of connection—1:1s, team intros, buddy syncs ☕ Encourage informal conversations (yes, even virtual coffee chats) Remote doesn’t have to mean disconnected. In fact, with the right systems, it can feel even more inclusive. It took me many years of learning the hard way to build this out. And I’d like to share it with you, no strings attached. (see link in comments) That’s why I built these practices right in our Manager Onboarding Kit—to help leaders support their teams with intention, no matter where they are.

My remote hires (probably) ramp faster than yours. Here's why: Most remote onboarding means a calendar packed with Zoom meetings and endless Slacks from strangers. No real connection. No clear priorities. No clue how tall anyone actually is. It can feel isolating, especially when you’re new and eager to prove yourself. That’s why I take a different approach at UserEvidence. I meet every new hire in person during their first week. Wherever they live, on their home turf. Every time, it leads to the same outcome: faster ramp-up, stronger confidence, and immediate momentum. I’ve improved this process three times now, cutting out fluff and getting feedback from every person to make it even better for the next hire. They each get a beast of a Notion page that covers: - Key people to meet (and why those meetings matter) - Important docs and links to review right away - A roadmap for their first 30, 60, and 90 days, clearly outlining expectations and where I need them to take ownership From day one, new hires have full visibility into what's working, what's not, and where our biggest opportunities lie. They don't have to hunt for information, either. It’s all there for them: board decks, old marketing roadmaps, past OKRs, and a clear breakdown of the agencies and freelancers we partner with (plus their “superpowers” and how to best work with them). By the end of week one, we’ve already had honest and vulnerable conversations about: - How we can best work together  - Our working styles and weird work quirks to be aware of (we all have them) - What success looks like in their role - Where they want to grow and how I can help We also make time for fun and get to know each other outside of work. Like our upbringing, favorite life stories, and who we are as humans. Work matters, but who you work with matters even more. Building trust right out of the gate makes everything easier.

Stop “welcoming” new hires. Give them a win in 30 days instead. When I first hired 8 years back, I thought the best onboarding was all about making new hires feel at home. I was wrong. New hires actually struggle with: → Understanding the business and their role. → Aligning with company culture and expectations. → Getting that first “win” to build momentum. → Building relationships with colleagues. I’ve now completely changed our onboarding process. The only goal is to get new hires to their “first win” fast. Instead of generic training, we work backward from their first big achievement. Here’s the framework: Step 1: Define the “first win” (within 30 days) Every new hire gets a specific, meaningful milestone. 1. It should be important enough that not doing it has a business impact. 2. Something that pushes them but is achievable with team collaboration. 3. It should give them real insight into how we operate. Our new Demand Gen Marketer’s first win was securing Market Development Funds (MDF) from a partner. To do this, they had to: - Work with our internal team. - Engage with a partner manager. - Propose a campaign relevant to both companies. This wasn’t just a task (it was a meaningful contribution). Step 2: Provide context (without overloading them) Most onboarding programs drown new hires in endless presentations. We limit training to what they need for their first win. 1. A 45-minute deep dive on the company’s journey, priorities, and challenges. 2. Targeted learning on only what’s relevant for their milestone. 3. Hands-on guidance instead of passive training. For the Demand Gen hire, we focused on: - Who the partner manager was and their priorities. - How the partnership worked. - What MDF campaigns typically get approved. Step 3: Align them with our work culture Culture isn't learned in a handbook. It’s experienced. Every new hire is paired with a mentor to guide them through: → Quality Standards → What "good" looks like in our company. → Processes & Tools → How we work and collaborate. → Feedback Loops → How we review, iterate, and improve. The result? New hires achieve something meaningful within their first month. They feel pride, momentum, and confidence (not just onboarding fatigue). Great onboarding isn’t about information. It’s about impact. 💡 How do you set up new hires for success?

Most onboarding programs are too focused on checking the boxes. Provide login credentials, walk through benefits, introduce tools, share links to content. Of course these things matter, but if you think this is what a great onboarding looks like, you are focused on the wrong things. Do you want to ensure that every new hire is set up for success? Instead of going through the motions, focus on how you make people feel in the first few weeks. Here’s a list of things I do for new hires so they feel immediate support: ✅ Assign a peer. This can be someone who started at the same time or an experienced vet. It is ok for some of the conversations to be more social than professional. ✅ Schedule structured 1:1s across multiple departments. While these should be casual, be clear on expectations for both sides. ✅ Set small goals for new hires to own in the first 30 days. I tend to focus on learning goals. ✅ Minimum two check ins per day. One in the morning to talk about the plan for the day and an end of day check in for questions and feedback. ✅ Celebrate the little wins early. It’s all about momentum. Yes, this is resource intensive but it’s an investment. If you are truly excited to add someone to your team and you believe they will make an impact, the time spent during onboarding is paramount to their success. If you want to see a further breakdown on how I think about onboarding schedules, let me know!

Hiring good people is just the start. Onboarding well is the key to keeping them. The truth about weak onboarding: ↳ It costs you 2-3x more in the long run ↳ Creates unnecessary imposter syndrome ↳ Breeds preventable mistakes ↳ Kills momentum before it starts What strong onboarding actually looks like: 1. Structured First 90 Days • Clear milestones and wins • Regular check-in rhythm • Progressive responsibility increase 2. Support System That Works • Dedicated mentor assignments • Cross-team introductions • "Stupid question" channels 3. Resources Ready Day 1 • Updated documentation • Tool access pre-configured • Team processes explained 4. Learning Built Into The Schedule • Protected learning blocks • Practice environments • Feedback loops Stop expecting people to "figure it out." Start investing in their success. The best companies know: A slow start beats a false start. What was your best (or worst) onboarding experience? ♻ Share if you believe in better onboarding